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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,007 | $102,422-90.2% | $147,117-93.2% | $80,959-87.6% |
| Participation rate | 67.5% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 14.61% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,694 | $3,717-54.4% | $4,932-65.7% | $2,757-38.6% |
| Participant deferral / active EE | $1,958 | $6,652-70.6% | $8,065-75.7% | $4,300-54.5% |
| Admin fee / account holder | $351 | $7,953-95.6% | $12,993-97.3% | $6,925-94.9% |